Previous Provider Transition: HealthEquity/WageWorks

Below are the standard steps a HealthEquity / WageWorks employer customer should follow to add a new administrator user with read-only access.

Steps to Add a Read-Only Administrator in HealthEquity / WageWorks

1. Log in to the Employer Portal

   Sign in to the HealthEquity / WageWorks employer account using an existing administrator login.

2. Navigate to User Management

   From the main dashboard, go to:

   Administration → User Management (sometimes labeled Manage Users or Employer Users, depending on the account configuration).

3. Add a New User

   Select Add User or Create New User.

   Enter the New Administrator’s Details

   Complete the required fields as follows:

   
   
   • Name: Mackenzie Richards
   • Title: Benefits Consultant
   • Company: Zen Benefits Consulting
   • Email: team@zenpretax.com

   • Phone: (516) 518-8620

     
     

     Assign Role and Permissions

     
     
   • Select an Administrator or Employer Admin–type role.
   • Configure permissions to provide full read/view access only.

   • Ensure edit, change, or submission privileges (such as funding changes, employee updates, or plan configuration) are disabled, if granular permission controls are available.

     
     

4. Review and Save

   Review the information and permissions for accuracy, then click Save, Create User, or Invite.

5. User Activation

   The system will send an automated email to the new user with instructions to set up their login credentials and complete activation.

Notes

• Permission labels and screens can vary slightly between HealthEquity and legacy WageWorks interfaces.
• If the portal does not allow true read-only administrator roles, HealthEquity Support may need to assist in configuring the appropriate access level.
• For third-party consultants, some accounts require explicit approval or a “consultant access” designation.